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GMO made investors more money ($1.0B) and had more funds that made money (88%).
The past year, all their funds · Data as of Oct 30, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one bonds & cash fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund. Small sample: fewer than 3 funds on a side.
| BOX SCORE · BONDS & CASH | GMO | NY Life Investments |
|---|---|---|
| Funds in the category | 2 | 8 |
| Made money (W–L) | 1–1 | 2–3 |
| Win % | 50% | 40% |
| Money made | $588K | $4M |
| Typical return | +4.2% | −0.2% |
| Launches · 2026 | 0 | 2 |
| Assets | $54M | $2.6B |
| Fee per $100 | $0.23 | $0.39 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| INVG | GMO Systematic Investment Grade Credit ETF | $29M | −1.4% ✕ |
| GMOC | GMO Ultra-Short Income ETF | $25M | +4.2% ✓ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| MMIT | NYLI MacKay Muni Intermediate ETF | $1.4B | +0.4% ✓ |
| MMIN | NYLI MacKay Muni Insured ETF | $465M | −0.4% ✕ |
| CPLB | NYLI MacKay Core Plus Bond ETF | $401M | −0.5% ✕ |
| MMCA | NYLI MacKay California Muni Intermediate ETF | $85M | −0.2% ✕ |
| MMSD | NYLI MacKay Muni Short Duration ETF | $82M | +2.3% ✓ |
| CLOO | NYLI Investment Grade CLO ETF | $48M | — |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.